Morningstar appoints co-heads of managed funds research

morningstar financial planners fund manager chief executive

21 August 2009
| By Benjamin Levy |

Morningstar has appointed Chris Douglas and Tim Murphy as co-heads of its managed funds research team. Douglas will be responsible for leading the fund manager review process, while Murphy will manage model portfolios and relationships with consulting and adviser clients.

They will also be responsible for coordinating their local fund research with other research teams.

Former head of adviser and research Anthony Serhan will take up the position of managing director of consulting firm Intech.

Morningstar is also creating an enhanced ratings committee structure, consisting of former Credit Suisse Boston First head of equity research Tony Young, in-house research staff and senior analysts.

Chief executive Andrew Bird said Douglas and Murphy will continue to drive forward improvements to Morningstar's fund research processes and the services it provides to investors and financial planners.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 17 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 23 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 21 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days ago